South Africa
Namibia
Offshore Funds
Offshore Funds
The range has been designed with the aim of bringing our Namibian clients an optimised offshore investing solution, in partnership with M&G plc, our London-listed global parent company.
Are you an Institutional investor?
CONTACT US FOR BESPOKE SOLUTIONS
Our offshore unit trust range
We offer a range of global funds investing in either single or multiple asset classes. These include the M&G Global Equity, Balanced, Inflation Plus, Property and Bond Funds.
US dollar funds
Our US dollar-denominated funds are a great option if you already have foreign currency that you’re looking to invest or if you’re planning to purchase US dollars using rands.
Why should I invest offshore?
Investing offshore is a great way for you to diversify your investment. Not only do you get access to stocks and sectors underrepresented on the JSE, they also serve as a hedge against emerging-market risks.
Diversification benefits
Our range of global funds provides Namibians with attractive holdings in fast-growing countries, industries and companies underrepresented in our stock market, while also acting as a cushion against emerging market volatility.
Competitive fees
We recognise that costs for offshore solutions can be onerous. We have an advantage in this regard: leveraging off of M&G Investments’ (UK) large scale and longstanding relationships in Ireland, we have successfully negotiated attractive fees with service providers to ensure a lower impact of costs on our funds. This is reflected in the global funds’ competitive total expense ratios (TERs).
About M&G Investments offshore fund range
At M&G Investments, we have a strong team-based approach to managing our funds. Our global funds are managed by an experienced team of portfolio managers at M&G Investments (UK), in close collaboration with our South African-based Multi-Asset team.
-
Offshore Funds
Downloads
-
M&G Global Balanced Fund
Who Should Invest
This fund is ideal investors seeking long-term capital growth from a diversified portfolio of global assets. The recommended investment horizon is 5 years or longer.
Fund Details -
M&G Global Bond Fund
Who Should Invest
This fund is ideal for investors seeking returns from a diversified portfolio of global debt and fixed income securities. The recommended investment horizon is 2 years (or longer when used as strategic exposure to the asset class).
Fund Details -
M&G Global Equity Fund
Who Should Invest
This fund is ideal for investors seeking long-term capital growth from a diversified portfolio of global equity securities. The recommended investment horizon is 7 years or longer.
Fund Details -
M&G Global Inflation Plus Fund
Who Should Invest
This fund is ideal for investors seeking to preserve their capital from the detrimental effects of inflation over time by investing in a diversified portfolio of global assets. The recommended investment horizon is 3 years or longer.
Fund Details -
M&G Global Property Fund
Who Should Invest
The fund is ideal for investors seeking long-term capital growth from a diversified portfolio of global property securities. The recommended investment horizon is 7 years or longer.
Fund Details